| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 12,364 | $747,690.06 | $790,615.98 | $42,925.92 | 5.74% |
Caroline Jankowski Operose Advisors LLC | 8 | $461.12 | $511.53 | $50.41 | 10.93% |
Ana-Maria Ignat Covestor Ltd | 280 | $18,111.52 | $17,648.4 | -$463.12 | -2.56% |
Kathryn Brown Morton Brown Family Wealth LLC | 764 | $53,218.41 | $48,888.36 | -$4,330.05 | -8.14% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,053 | $254,606.16 | $256,595.43 | $1,989.27 | 0.78% |
Andrew Burkey Joseph Group Capital Management | 627 | $35,444.3 | $40,143.67 | $4,699.37 | 13.26% |
Sean Reitenbach Prosperity Consulting Group LLC | 15,192 | $904,327.7 | $970,085.16 | $65,757.46 | 7.27% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,134 | $1.21M | $1.29M | $72,636.9 | 5.98% |
Samantha Pierangeli City State Bank | 2,513 | $168,850.09 | $160,819.43 | -$8,030.66 | -4.76% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,830 | $335,205.92 | $307,033.92 | -$28,172 | -8.4% |
| EI Excelsior Investors Intelligent Financial Strategies | 280 | $18,566.8 | $17,894.8 | -$672 | -3.62% |
| TA Thomas Anderton 626 Financial LLC | 3,496 | $201,509.44 | $222,293.16 | $20,783.72 | 10.31% |
Morgan Christen Spinnaker Investment Group LLC | 6,241 | $426,729.64 | $399,424 | -$27,305.64 | -6.4% |
W. Travis McKinney HB Wealth Management LLC | 113,872 | $7.68M | $7.18M | -$499,223.5 | -6.5% |
| LF Lukas Feh LGT Group Foundation | 451,761 | $30.33M | $28.97M | -$1.36M | -4.49% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 45,588 | $2.87M | $2.92M | $53,269.54 | 1.86% |
| MC mike Chen Byrne Asset Management LLC | 585 | $38,907.25 | $37,369.8 | -$1,537.45 | -3.95% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,034 | $1.15M | $1.28M | $126,133.33 | 10.92% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,205 | $553,197.28 | $525,530.25 | -$27,667.03 | -5% |
William Jollie Quent Capital LLC | 8,163 | $473,868.08 | $514,513.89 | $40,645.81 | 8.58% |